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Using the Hierarchy Filter

The Hierarchy Filter displays in the top ribbon next to the Date Picker and offers the following options:

  • Search - Type in a hierarchy level. As you type, a list of hierarchy levels matching your entry displays.
  • Locations - A tree view of locations which may be deselected to omit them from the display. When you deselect a parent location, the child locations are also deselected. If you select a child location, only data from that location, and its child locations, display. For Case Management, only a single child location can be selected.

    The filter only displays three levels for simplicity. When you drill down to a lower level, a Return button (Return button) displays for you to move back up one level.

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